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Summit Trail Advisors’s Capitol Federal Financial CFFN Stock Holding History

Summit Trail Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-111
Closed -$1K – 644
2017
Q4 		$1K Buy
+111
New +$1.56K ﹤0.01% 1766

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Vanguard Group
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

Summit Trail Advisors's CFFN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Capitol Federal Financial (CFFN) in Q1 2018, closing a stake of 111 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in CFFN in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 149 funds tracked by Wall St. Rank hold CFFN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Capitol Federal Financial position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 111 Capitol Federal Financial shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Capitol Federal Financial in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Capitol Federal Financial position peaked at $1K in Q4 2017.
  • 149 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.